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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
FBA
2051
Front Barnett Associates
Illinois
$250K
SPP
2052
Single Point Partners
Massachusetts
$250K +$46K +130 +23%
SMA
2053
Sage Mountain Advisors
Georgia
$250K +$250K +709 New
PWS
2054
Peloton Wealth Strategists
Indiana
$250K +$250K +710 New
BWM
2055
BigSur Wealth Management
Florida
$250K +$250K +710 New
SWP
2056
Strategic Wealth Partners
Ohio
$249K
RFN
2057
RDA Financial Network
Iowa
$249K +$41.6K +118 +20%
RBFC
2058
Roman Butler Fullerton & Co
Missouri
$248K -$43.4K -100 -15%
MAM
2059
Magellan Asset Management
Australia
$248K +$86.9K +247 +54%
RCA
2060
Rex Capital Advisors
Rhode Island
$247K
CAM
2061
Concorde Asset Management
Michigan
$247K +$10.6K +30 +4%
TLCM
2062
Twin Lakes Capital Management
California
$247K +$247K +700 New
KA
2063
KLCM Advisors
Wisconsin
$245K +$35.3K +100 +17%
NB
2064
Northwest Bancshares
Pennsylvania
$245K +$42.9K +122 +21%
FP
2065
Foundry Partners
Minnesota
$244K -$27.8K -79 -10%
BWM
2066
BCS Wealth Management
Tennessee
$243K
SDH
2067
Sloy Dahl & Holst
Washington
$242K -$20.1K -57 -8%
Financial Engines Advisors
2068
Financial Engines Advisors
California
$241K -$22.9K -65 -9%
LRIC
2069
Long Road Investment Counsel
Michigan
$240K
EIA
2070
Eldridge Investment Advisors
New Hampshire
$240K
PSP
2071
Principal Street Partners
Tennessee
$240K +$240K +681 New
TW
2072
Towerpoint Wealth
California
$239K -$8.83K -25 -4%
NCM
2073
Northwest Capital Management
Oregon
$239K -$4.58K -13 -2%
CWM
2074
CCG Wealth Management
California
$239K +$3.17K +9 +1%
MCA
2075
Mercer Capital Advisers
New Jersey
$238K